+70.3%
HCA vs OVV
+162.0%
-91.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.9% |
| 7D | +4.9% | -3.8% | +8.7% | +5.3% |
| 30D | +1.9% | +1.3% | +0.6% | +1.7% |
| 3M | +12.7% | +14.3% | -1.6% | +10.9% |
| 6M | -22.3% | +21.1% | -43.5% | -24.5% |
| YTD | -9.3% | +66.0% | -75.3% | -15.4% |
| 1Y | +2.7% | +59.3% | -56.6% | -3.9% |
| 3Y | +57.8% | +47.6% | +10.3% | +46.3% |
| 5Y | +70.3% | +162.0% | -91.6% | +41.0% |
| All | +70.3% | +162.0% | -91.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling